NAMP
WCLD

NorthStar Asset Management (Pennsylvania)’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

NorthStar Asset Management (Pennsylvania)’s Portfolio WCLD Stock Details WCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,830
Closed -$239K – 145
2023
Q4 		$239K Sell
6,830
-1,950
-22% -$59.7K 0.06% 136
2023
Q3 		$260K Sell
8,780
-1,000
-10% -$31.6K 0.07% 129
2023
Q2 		$310K Sell
9,780
-1,000
-9% -$29K 0.09% 110
2023
Q1 		$320K Sell
10,780
-2,685
-20% -$75.2K 0.09% 111
2022
Q4 		$338K Sell
13,465
-375
-3% -$9.63K 0.11% 109
2022
Q3 		$369K Sell
13,840
-90,060
-87% -$2.7M 0.12% 99
2022
Q2 		$2.91M Sell
103,900
-21,405
-17% -$694K 0.91% 25
2022
Q1 		$5.12M Sell
125,305
-8,366
-6% -$352K 1.31% 20
2021
Q4 		$6.93M Buy
133,671
+600
+0.5% +$34.8K 1.63% 15
2021
Q3 		$7.67M Sell
133,071
-975
-0.7% -$57.1K 2.01% 13
2021
Q2 		$7.49M Sell
134,046
-1,016
-0.8% -$51.5K 1.97% 13
2021
Q1 		$6.5M Sell
135,062
-4,823
-3% -$258K 1.85% 14
2020
Q4 		$7.5M Sell
139,885
-650
-0.5% -$31K 2.13% 12
2020
Q3 		$6.01M Buy
140,535
+770
+0.6% +$31.8K 1.92% 14
2020
Q2 		$5.45M Buy
+139,765
New +$4.42M 1.95% 14

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s WCLD Position: Q1 2024 in Review

NorthStar Asset Management (Pennsylvania) sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 6,830 shares — an estimated $239K sold.

NorthStar Asset Management (Pennsylvania) first reported a position in WCLD in Q2 2020 and held it in 15 quarters. The position peaked at $7.67M in Q3 2021. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

  • NorthStar Asset Management (Pennsylvania) reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
  • NorthStar Asset Management (Pennsylvania) sold 6,830 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $239K.
  • NorthStar Asset Management (Pennsylvania) first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 15 quarters.
  • NorthStar Asset Management (Pennsylvania)'s WisdomTree Cloud Computing Fund position peaked at $7.67M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2024, filed 26 Apr 2024.